India's finance minister says rising fertilizer price volatility poses a challenge to India.

At a 2026 mid‑year institutional equities meeting, J.P. Morgan Asset Management (China) deputy GM and CIO Du Meng said PPI has turned positive ahead of CPI, CPI is gradually rising, and listed-company profits are beginning to recover. A‑share profit growth could reach double digits this year, enhancing Chinese equities’ appeal to global investors and leaving room for cross‑sector valuation re‑rating. Sector calls: AI remains a sustainable, high‑conviction growth area; compute hardware’s cyclical strength and earnings growth could outpace the market, with focus on optical modules, PCBs, liquid cooling and compute leasing. The lithium‑centred new‑energy complex is at a pivotal inflection—excess capacity from recent years has largely been cleared—and the strategic importance of solar, wind and electric vehicles has risen materially.

據以色列第14頻道：華盛頓對伊朗施加了巨大的壓力，要求其不要對以色列做出迴應。